What is important to you?
Financial security is achieved through thoughtful goal setting, careful planning and disciplined execution. I ask the questions which allow you to articulate your goals. I collaborate with you to create a tailored strategy to achieve those goals and provide guidance to execute your plan.
With over 21 years of experience at Edward Jones, I have successfully guided clients through recessions, retirement, unexpected deaths, inheritance and other life changes. I hold a bachelor's degree in business administration from Portland State University. In addition, I hold the AAMS® , the CFP® and the CHfC® designations.
To gain the CFP® certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility.
A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience. Chartered Financial Consultant designations are granted by the American College.
I am an active member of the East Portland Rotary Club. I have led committees, served on the board of directors and spent three years as the president of the Club's Foundation. I work with a variety of other community organizations.
I am supported by branch office administrator administrators, Karen Hofler and Hayley Renzema. Karen joined Edward Jones in 2003. Hayley joined our office in 2021. Both are dedicated to providing the highest level of service and client support.
Our focus is on you, because your financial needs are uniquely your own. Our office is supported by industry-recognized analysts and strategists, in addition to a staff of thousands, dedicated to helping you identify your goals, create a tailored strategy to achieve them and provide the ongoing guidance you need for your financial security.
- Charitable Giving
- Intergenerational Planning
- Special Needs Financial Considerations
- Insurance & Annuities
- LGBT Finances
- Divorce Finances
My Personal Interests
- Scuba Diving
Phone NumberBrandon Wooters at (503) 236-9900
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